| Date | Description | Category | Type | Amount |
|---|
Set a monthly limit per category. Bars fill as you spend; they turn red when you go over.
Order matters more than picking the "perfect" product: secure your safety net, kill expensive debt, then use tax-free and tax-deductible accounts before ordinary investing. Time horizon drives risk — money you need soon stays safe; money for 5+ years away can ride out market ups and downs.
These insights are rule-based and run locally. For a richer review — "where can I realistically cut back?", "how does this month compare?" — export your data (Data tab) and ask Claude to analyse it. Your numbers, expert read-out.
Click to choose or drag a CSV file here
Works with most SA bank exports. Duplicates are skipped automatically.
Load realistic sample data to explore the app, then clear it when you're ready.
Everything is stored only in this browser. Back it up or move it between devices with export / import.
Transactions are auto-sorted into these. Recategorise any transaction on the Transactions tab.
We guessed these from your file — adjust if needed, then import.